Senior Client Service Associate jobs in United States
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Beacon Pointe ยท 2 months ago

Senior Client Service Associate

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date2+ years exp

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with a focus on providing objective investment advice. The Senior Client Service Associate will support a team of investment consultants and analysts in servicing high net worth clients, managing client inquiries, and facilitating account updates.

Financial Services
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Growth Opportunities

Responsibilities

Responds to routine client requests via phone, email and/or other contact methods
Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
Prepares custodian paperwork, facilitate account updates and communicates with clients on status
Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
Other duties, as assigned

Qualification

FinanceClient serviceMicrosoft OfficeEconomicsBusinessInvestment managementRegistered Investment AdvisorInterpersonal skillsVerbal communicationWritten communication

Required

Undergraduate degree required
2-3+ years of relevant experience working with high-net worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
Excellent interpersonal and verbal/written skills
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

Preferred

bachelor's degree in Finance, Business or Economics

Company

Beacon Pointe

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Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families.
dateFounded in 2002
location
Newport Beach, CA, US
people-size501-1000 employees
web-link
http://www.beaconpointe.com

Funding

Current Stage
Late Stage

Leadership Team

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Shannon Eusey
CEO and Co-Founder
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Garth Flint
Partner and Co-Founder
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Company data provided by crunchbase